+2,538.2%
MUU vs ATI
+238.3%
+2,299.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -0.9% |
| 7D | +13.9% | +3.2% | +10.8% | +9.7% |
| 30D | +24.8% | -9.0% | +33.8% | +40.5% |
| 3M | -15.7% | +15.1% | -30.8% | -25.8% |
| 6M | +338.9% | +38.1% | +300.7% | +223.2% |
| YTD | +563.2% | +80.7% | +482.5% | +264.8% |
| 1Y | +2,577.5% | +167.5% | +2,410.0% | +860.0% |
| All | +2,538.2% | +238.3% | +2,299.9% | +509.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ATI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling